Amazon beats Q4 2024 estimates but faces AWS challenges and a $100B CAPEX plan. Learn why competitive pressures warrant AMZN ...

American Electric Power on Thursday said it was considering adding $10 billion to its record $54 billion five-year capital plan as demand for data centers ramps up in the U.S. electric utility's ...

Amazon isn't going to allow its arch rivals to dominate the headlines for AI investment. AWS's massive scale and highly ...

Amazon stock wasn't impacted by DeepSeek's launch.

Artificial intelligence capital expenditures are intact for the hyperscalers, but monetization remains weak, with companies in the reinvestment cycles historically having underperformed, according to ...

JPMorgan believes Amazon's AWS growth is expected to slow but eventually accelerate. AI investments and logistics efficiency ...

Amazon sees AI as a "once in a lifetime" opportunity, according to Jassy. "AI represents, for sure, the biggest opportunity ...

Market catalysts Short-term financial pressures (including FX concerns) may dampen cloud spending enthusiasm, yet they also intensify AI investment focus. Organizations see AI-first initiatives as a ...

Amazon CEO Andy Jassy says the trends represented by DeepSeek should stoke AI demand long-term. (GeekWire File Photo / Taylor ...

Meta, Amazon, Alphabet and Microsoft intend to invest as much as $320 billion this year into AI advancement technologies.

The massive capex comes as Amazon's cloud and AI rivals up their spending. Google-parent company Alphabet, said on its most ...

Developing AI technology is not cheap at all. It costs billions of dollars to train AI models, and this is why most of the ...